Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$336K
- Short-term disability$336K
- Long-term disability$336K
- Other$336K
- Vision$32K
- Dental$265
Sponsor portfolio
THE SWIFT GROUP, LLC
EIN 83-4250369Latest filing 2025
Plans
2
Retirement
1
$44.2M assets
Welfare
1
$368K premiums
Participants
726
12100 SUNSET HILLS RD, SUITE 310 - RESTON, VA 20190410-850-7380
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $368K premiums / 637 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY91%
- EYEMED VISION CARE9%
- DELTA DENTAL OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
69%top
- MARSH & MCLENNAN AGENCY LLC69%
- TOTALIS BENEFITS13%
- JAMES R NELLIGAN & ASSOCIATES LLC12%
- NFP INSURANCE SERVICES INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE SWIFT GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$44.2M
Participants501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE SWIFT GROUP WRAP BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$368K
Covered lives637
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SWIFT GROUP 401(K) PROFIT SHARING PLAN | 401k | $44.2M | 501 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE SWIFT GROUP WRAP BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $368K | 637 | 2025 |
Retirement plans
Welfare plans